Professionalism

We believe in professionalism, for us this means to always:

  • Put client interests first
  • Ethical conduct at all times
  • Take on work only when you believe you can provide value
  • Maintain independence by telling the truth
  • Maintain independence by saying what you believe to be the truth

 

Ethics

Envisage takes ethics very seriously, hence we also undertake the following:

  • EWM will exercise its best efforts to act in good faith and in the best interests of our clients
  • We will provide written information to our clients prior to beginning an engagement and during the term of the engagement of any conflicts of interest which may affect our independence
  • We do not receive any retrocessions, trailier fees, provisions, compensation or any other income that is based on a clients purchase or sale of a financial product
  • We do not receive referral or finders fees or other compensation from another party based on the referral of a client or a clients business